Search For Jobs

Keyword

Zip Code

25 miles

25 miles
50 miles
100 miles
500 miles
1000 miles
2500 miles

Job Type

All
Contract (268)
Permanent (60)

Category

All
Engineering (299)
Finance (118)
IT (667)
Other Opportunity (133)

Account Manager

Category:Contract
Location: Harrisburg, North Carolina 28262
Posted:Wed, December 28, 2016
Apply for this Job

Managed Account Operations Lead

LOCATION: NEW YORK OR CHARLOTTE ONSITE

Bachelors degree and 10+ years of managed account operations experience with an intermediary or broker/dealer firm with at least 5 of these years in a senior operations management role.

This individual will play an integral role with developing a plan to insource all of our managed account operational functions from our current outsourcing vendor. This individual will have to have deep domain experience within the managed account (fee-based advisory) operations space. Must have deep knowledge and understanding of the following key operational processes:

Reconciliation

Account Servicing

Pricing and Corporate Actions

Trade Order Generation and Support

Client Performance Reporting

Client Fee Billing

Compliance and Controls

This person will help lead the insourcing of our managed account operations from our current outsourcing vendor. This required deep domain experience in managed account (fee-based advisory) operations to include reconciliation, corporate action processing, trading, performance reporting, fee billing, etc.

This should ultimately be a temp to perm role as this individual would ultimately be hired to head up our managed account operations team overseeing 15-25 employees.

Experis is an Equal Opportunity Employer (EOE/AA)

Apply for this Job